834 Benefit Enrollment and Maintenance
834 Benefit Enrollment and Maintenance
Function Group BE
This Draft Standard for Trial Use contains the format and establishes the data contents of the Benefit Enrollment and Maintenance Transaction Set (834) to be used within the context of an Electronic Data Interchange (EDI) environment. This transaction set can be used to establish communication between the sponsor of the insurance product and the payer. Such transaction(s) may or may not take place through a third party administrator (TPA). For the purpose of this standard, the sponsor is the party or entity that ultimately pays for the coverage, benefit or product. A sponsor can be an employer, union, government agency, association, or insurance agency. The payer refers to an entity that pays claims, administers the insurance product or benefit, or both. A payer can be an insurance company, health maintenance organization (HMO), preferred provider organization (PPO), government agency (Medicare, Medicaid, Champus, etc.), or an entity that may be contracted by one of these former groups. For the purpose of the 834 transaction set, a third party administrator (TPA) can be contracted by a sponsor to handle data gathering from those covered by the sponsor if the sponsor does not elect to perform this function itself.
Position
Segment
Name
Max Use
010
Transaction Set HeaderMandatory
Max 1
To indicate the start of a transaction set and to assign a control number
020
Beginning SegmentMandatory
Max 1
To indicate the beginning of a transaction set.
030
Reference NumbersMandatory
Max 20
To specify identifying numbers.
040
Date or Time or PeriodOptional
Max 1
To specify any or all of a date, a time, or a time period
050
Monetary AmountOptional
Max 4
To indicate the total monetary amount.
060
QuantityOptional
Max 4
To specify quantity information.
N1Loop
Mandatory
Repeat 10
070
NameMandatory
Max 1
To identify a party by type of organization, name and code
080
Additional Name InformationOptional
Max 2
To specify additional names or those longer than 35 characters in length
090
Address InformationOptional
Max 2
To specify the location of the named party
100
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
110
Administrative Communications ContactOptional
Max 3
To identify a person or office to whom administrative communications should be directed
ACTLoop
Optional
Repeat 2
120
Account IdentificationMandatory
Max 1
To specify account information.
130
Reference NumbersOptional
Max 5
To specify identifying numbers.
140
Address InformationOptional
Max 1
To specify the location of the named party
150
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
160
Administrative Communications ContactOptional
Max 5
To identify a person or office to whom administrative communications should be directed
170
Date or Time or PeriodOptional
Max 1
To specify any or all of a date, a time, or a time period
180
Monetary AmountOptional
Max 1
To indicate the total monetary amount.
Position
Segment
Name
Max Use
INSLoop
Mandatory
Repeat >1
010
Insured BenefitMandatory
Max 1
To provide benefit information on insured entities
020
Reference NumbersMandatory
Max 20
To specify identifying numbers.
030
Individual or Organizational NameOptional
Max 2
To supply the full name of an individual or organizational entity
040
Date or Time or PeriodOptional
Max 20
To specify any or all of a date, a time, or a time period
050
Address InformationOptional
Max 1
To specify the location of the named party
060
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
080
Demographic InformationOptional
Max 1
To supply demographic information
090
Electronic Funds Transfer InformationOptional
Max 1
To supply information on the electronic funds transfer (EFT) method of payment
100
Employment ClassOptional
Max 5
To provide class of employment information
110
Individual IncomeOptional
Max 1
To supply information to determine benefit eligibility, deductibles and retirement and investment contributions
120
Monetary AmountOptional
Max 10
To indicate the total monetary amount.
130
Health InformationOptional
Max 1
To provide health information
140
Multi-Valued CharacteristicsOptional
Max 10
To provide characteristics that may have multiple values
N1Loop
Optional
Repeat 2
160
NameMandatory
Max 1
To identify a party by type of organization, name and code
170
Date or Time or PeriodOptional
Max 1
To specify any or all of a date, a time, or a time period
180
Address InformationOptional
Max 1
To specify the location of the named party
190
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
DSBLoop
Optional
Repeat 4
200
Disability InformationMandatory
Max 1
To supply disability information
210
Date or Time or PeriodOptional
Max 10
To specify any or all of a date, a time, or a time period
220
Adjustment AmountOptional
Max 10
To specify the characteristics of an adjustment
PERLoop
Optional
Repeat 10
230
Administrative Communications ContactMandatory
Max 1
To identify a person or office to whom administrative communications should be directed
240
Address InformationOptional
Max 1
To specify the location of the named party
250
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
HDLoop
Optional
Repeat 99
260
Health CoverageMandatory
Max 1
To provide information on health coverage
270
Date or Time or PeriodOptional
Max 10
To specify any or all of a date, a time, or a time period
280
Monetary AmountOptional
Max 3
To indicate the total monetary amount.
290
Reference NumbersOptional
Max 5
To specify identifying numbers.
300
Identification CardOptional
Max 2
To provide notification to produce replacement identification card
LXLoop
Optional
Repeat 30
310
Assigned NumberMandatory
Max 1
To reference a line number in a transaction set.
320
Individual or Organizational NameOptional
Max 1
To supply the full name of an individual or organizational entity
330
NameOptional
Max 2
To identify a party by type of organization, name and code
340
Additional Name InformationOptional
Max 1
To specify additional names or those longer than 35 characters in length
350
Address InformationOptional
Max 2
To specify the location of the named party
360
Geographic LocationOptional
Max 2
To specify the geographic place of the named party
370
Administrative Communications ContactOptional
Max 2
To identify a person or office to whom administrative communications should be directed
380
Provider InformationOptional
Max 1
To specify the identifying characteristics of a provider
390
Date or Time or PeriodOptional
Max 6
To specify any or all of a date, a time, or a time period
COBLoop
Optional
Repeat 5
400
Coordination of BenefitsMandatory
Max 1
To supply information on coordination of benefits
410
NameOptional
Max 1
To identify a party by type of organization, name and code
420
Additional Name InformationOptional
Max 1
To specify additional names or those longer than 35 characters in length
430
Address InformationOptional
Max 2
To specify the location of the named party
440
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
450
Date or Time or PeriodOptional
Max 2
To specify any or all of a date, a time, or a time period
LCLoop
Optional
Repeat 10
460
Life CoverageMandatory
Max 1
To provide information on life coverage
470
Monetary AmountOptional
Max 5
To indicate the total monetary amount.
480
Date or Time or PeriodOptional
Max 2
To specify any or all of a date, a time, or a time period
BENLoop
Optional
Repeat 20
490
Beneficiary InformationMandatory
Max 1
To supply beneficiary information
500
Individual or Organizational NameOptional
Max 1
To supply the full name of an individual or organizational entity
510
NameOptional
Max 1
To identify a party by type of organization, name and code
520
Additional Name InformationOptional
Max 1
To specify additional names or those longer than 35 characters in length
530
Address InformationOptional
Max 1
To specify the location of the named party
540
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
542
Demographic InformationOptional
Max 1
To supply demographic information
FSALoop
Optional
Repeat 5
550
Flexible Spending AccountMandatory
Max 1
To supply flexible spending account information
560
Monetary AmountOptional
Max 10
To indicate the total monetary amount.
570
Date or Time or PeriodOptional
Max 10
To specify any or all of a date, a time, or a time period
RPLoop
Optional
Repeat 99
580
Retirement ProductMandatory
Max 1
To specify the retirement product characteristics
590
Date or Time or PeriodOptional
Max 1
To specify any or all of a date, a time, or a time period
592
Reference NumbersOptional
Max 10
To specify identifying numbers.
594
Investment Vehicle SelectionOptional
Max 99
To specify type of investment vehicle or account and other basic data about the investment
BENLoop
Optional
Repeat 5
600
Beneficiary InformationMandatory
Max 1
To supply beneficiary information
610
Individual or Organizational NameOptional
Max 1
To supply the full name of an individual or organizational entity
620
NameOptional
Max 2
To identify a party by type of organization, name and code
630
Additional Name InformationOptional
Max 1
To specify additional names or those longer than 35 characters in length
640
Address InformationOptional
Max 2
To specify the location of the named party
650
Geographic LocationOptional
Max 2
To specify the geographic place of the named party
651
Demographic InformationOptional
Max 1
To supply demographic information
FCLoop
Optional
Repeat 99
660
Financial ContributionMandatory
Max 1
To specify the financial contribution information
670
Date or Time or PeriodOptional
Max 1
To specify any or all of a date, a time, or a time period
680
Investment Vehicle SelectionOptional
Max 40
To specify type of investment vehicle or account and other basic data about the investment
690
Transaction Set TrailerMandatory
Max 1
To indicate the end of the transaction set and provide the count of the transmitted segments (including the beginning (ST) and ending (SE) segments).